📝 Overview
By integrating Salesforce with Yoom, you can:
✔️ add, update, and retrieve data from Salesforce objects
✔️ set up triggers to automatically start Flowbots based on Salesforce actions.
This guide explains the capabilities and limitations of Salesforce integration in Yoom.
🙌 What You Can Do
Trigger Flowbots Automatically
Start a Flowbot when a record is registered or updated in Salesforce objects like Lead, Account, Opportunity, or Contract.
Receive Outbound Messages
Trigger a Flowbot when an outbound message is received from Salesforce.
Manage Records Without Opening Salesforce
Register, edit, delete, or retrieve records in Salesforce objects directly through Yoom.
Upload files and associate them with records without accessing Salesforce.
Download reports without opening Salesforce.
Sync Salesforce Data
Sync a list of records from Salesforce objects to the Yoom database.
🙅 What You Cannot Do
Any operations not listed in the action list below.
✏️ Salesforce Integration Setup Notes
Salesforce integration is available only on Yoom's paid plans.
While the Free plans allow configuration, Flowbots and Data Connect will not work on these plans.
⚖️ Differences between “Manage Database” and “Integrate with Apps”
🔹 Manage database
Use this for basic operations like adding, retrieving, editing, or deleting records in Salesforce objects.
🔹 Integrate with apps
Use this for actions involving files uploads, downloads, and report retrievals.
🏃♀️ Action List for Salesforce Integration
🔹 Trigger Actions
Actions | Trigger Conditions |
When a new lead record is created
| Starts when a new record is added in Lead (based on My Domain URL). |
When a new account record is created
| Starts when a new record is added in Account (based on My Domain URL). |
When a new opportunity record is created
| Starts when a new record is added in Opportunity (based on My Domain URL). |
When a new contact record is created
| Starts when a new record is added in Contact (based on My Domain URL). |
When a lead record is created or updated
| Starts when a record is registered or updated in Lead (based on My Domain URL). |
When an account record is created or updated
| Starts when a record is registered or updated in Account (based on My Domain URL). |
When an opportunity record is created or updated
| Starts when a record is registered or updated in Opportunity (based on My Domain URL). |
When a contact record is created or updated
| Starts when a record is registered or updated in Contact (based on My Domain URL). |
When a new custom record is created
| Starts when a new record is registered in a custom object (based on API reference name, fields to retrieve, and My Domain URL). |
When a custom record is created or updated
| Starts when a record is registered or updated in a custom object (based on API reference name, fields to retrieve, and My Domain URL). |
When an activity record is created
| Starts when a new record is registered in Activity object (based on My Domain URL). |
When a to-do record is created
| Starts when a new record is registered in Task object (based on My Domain URL). |
When a file is uploaded to a record
| Triggers an action when a file is uploaded to a record. |
When an outbound message is received | Triggers an action when any object or field is updated in Salesforce via an outbound message.
👉 For more details, check here. |
🔹 Chrome Extension Trigger Actions
Actions | Trigger Conditions |
Launch from lead object record | Triggers action from the lead record in Yoom Chrome Extension. |
Launch from account object record | Triggers action from the account record in Yoom Chrome Extension. |
Launch from contact object record | Triggers action from a Contact record in Yoom Chrome Extension. |
Launch from opportunity object record | Triggers action from an Opportunity record in Yoom Chrome Extension. |
Launch from custom object record | Triggers action from a Custom record in Yoom Chrome Extension. |
🔹 Integrate with Apps Actions
Actions | Description |
Retrieve Lead records | Get record details from the Lead object. |
Update Lead records | Modify record details in the Lead object. |
Create Lead records | Add new records to the Lead object. |
Search Lead records | Find records in the Lead object. |
Search Lead records (Excluding deleted) | Search for records in the Lead object that are not deleted. |
Retrieve Latest Lead record | Get the most recent record from the Lead object. |
Register Activity History for Lead | Log an interaction or event history for a Lead record. |
Register To-Do for Lead | Create a new task associated with a Lead record. |
Register Activity for Lead | Log an activity (e.g., call, meeting) for a Lead record. |
Retrieve Account records | Using the My Domain URL and other necessary information, retrieve specific record details from the Account object. |
Update Account records | Using the My Domain URL and other necessary information, update record details in the Account object. |
Create Account records | Using the My Domain URL and other necessary information, create new records in the Account object. |
Search Account records | Using the My Domain URL and other necessary information, search for records within the Account object. |
Search Account records (Excluding deleted) | Using the My Domain URL and other necessary information, search for records within the Account object that have not been deleted. |
Register Activity History for Account | Log activity history related to an Account. |
Register To-Do for Account | Create a new to-do task associated with an Account. |
Register Activity for Account | Log an activity related to an Account. |
Register Email Message for Account | Associate an email message with an Account. |
Retrieve Opportunity records | Using the My Domain URL and other necessary information, retrieve specific record details from the Opportunity object. |
Update Opportunity records | Using the My Domain URL and other necessary information, update record details in the Opportunity object. |
Create Opportunity records | Using the My Domain URL and other necessary information, create new records in the Opportunity object. |
Search Opportunity records | Using the My Domain URL and other necessary information, search for records within the Opportunity object. |
Search Opportunity records (Excluding deleted) | Using the My Domain URL and other necessary information, search for records within the Opportunity object that have not been deleted. |
Register Activity History for Opportunity | Log activity history related to an Opportunity. |
Register To-Do for Opportunity | Create a new to-do task associated with an Opportunity. |
Register Activity for Opportunity | Log an activity related to an Opportunity. |
Register Email Message for Opportunity | Associate an email message with an Opportunity. |
Retrieve Contact record | Using the My Domain URL and other necessary information, retrieve specific record details from the Contact object. |
Update Contact record | Using the My Domain URL and other necessary information, update record details in the Contact object. |
Create Contact record
| Using the My Domain URL and other necessary information, create new records in the Contact object. |
Search Contact record
| Using the My Domain URL and other necessary information, search for records within the Contact object. |
Search Contact records (Excluding deleted) | Using the My Domain URL and other necessary information, search for records within the Contact object that have not been deleted. |
Register Activity History for Contact | Using the My Domain URL and other necessary information, log an activity (e.g., call, meeting) related to a Contact. |
Register To-Do for Contact | Create a new to-do task associated with a Contact. |
Register Activity for Contact | Log an activity related to a Contact. |
Retrieve Contract records | Using the My Domain URL and other necessary information, retrieve specific record details from the Contract object. |
Update Contract records | Using the My Domain URL and other necessary information, update record details in the Contract object. |
Create Contract records | Using the My Domain URL and other necessary information, create new records in the Contract object. |
Delete Contract records | Using the My Domain URL and other necessary information, delete records from the Contract object. |
Retrieve Custom records | Using the My Domain URL and other necessary information, retrieve specific record details from a custom object. |
Update Custom record | Using the My Domain URL and other necessary information, update record details in a custom object. |
Create Custom record | Using the My Domain URL and other necessary information, create new records in a custom object. |
Search Custom record | Using the My Domain URL and other necessary information, search for records within a custom object. |
Search Custom records (Excluding deleted) | Using the My Domain URL and other necessary information, search for records within a custom object that have not been deleted. |
Register Activity History for Custom | Using the My Domain URL and other necessary information, log an activity (e.g., call, meeting) related to a custom record. |
Register To-Do for Custom | Create a new to-do task associated with a custom record. |
Register Activity for Custom | Log an activity related to a custom record. |
Register Email Message for Custom | Associate an email message with a custom record. |
Upload File to Link with Record
| Using the My Domain URL information, upload a file to Salesforce and link it to a record. |
Get File Content ID | Using the My Domain URL and other necessary information, obtain the content ID of the uploaded file for linking to a record. |
Link File to Record | Using the My Domain URL and the obtained content ID, link the uploaded file to the target record. |
Download Report | Using the My Domain URL and the report ID, download a report file created in Salesforce as an Excel file. |
Retrieve File Content IDs Linked to Record | Retrieve the content IDs of files that are linked to a record in Salesforce. |
Get Latest Content Version ID | Retrieve the most recent content version ID of a file. |
Download File | Download a file from Salesforce |
Register User | Register user to Salesforce |
Register Email Message | Register an email message in Salesforce. |
Link Email Message to Person | Link an email message to a specific person in Salesforce. |
Custom Connect | Allow custom configuration for integration |
🔹 Manage Database Actions
Actions | Descriptions |
Add record | Add a record to a specified Salesforce object. |
Retrieve record | Get specific records from a Salesforce object. |
Get multiple records (up to 200) | Get multiple records from a Salesforce object. |
Update record | Modify existing records in a Salesforce object. |
Delete record | Remove a record from a Salesforce object. |
📚 Related Guides
List of Help Pages for Salesforce - View Guide Here
How to Set up Outbound Messages in Salesforce - View Guide Here
Related Keywords
Related Keywords
Salesforce, My App, Salesforce Integration, Yoom, API, Automation